Sales pipeline management

Managing your sales pipeline is one of the most important parts of doing sales. Pipeline management means to manage all incoming leads and track them through all the stages of your sales pipeline until each lead is either won/closed or lost.

Doing this in a spreadsheet is painful, especially as the amount of leads grows. You will eventually forget some follow ups and miss out on some opportunities.

That is where FoxConnect comes in. Not only can you receive leads through different chat channels such as LINE and Messenger, you can then also directly add any incoming chat onto your sales pipeline.

To create a pipeline, we use the Kanban board feature of FoxConnect to set up our stages:

Use Case
Why is having a sales pipeline important?

Your sales pipeline gives you an instant overview of what opportuniteis you currently have running and at what stage they are at the moment. With this information you can quickly see what steps you should take next to close a deal and where to follow up.

You are also able to analyze expected results and predict what sales you can do in the current or coming weeks and months.

A sales pipeline helps you to improve your sales process, manage sales with several sales people, predict financial results, review performance and ultimately improve your sales process over time.

Who should be using a sales pipeline?

SME BUSINESS:

Sales pipelines are a perfect tool for SME business of any size, for both small to large sales teams.

Sales managers:

As a sales manager you can use the sales pipeline to track progress of your sales team and directly communicate with them about each deal opportunity in FoxConnect. Gathered information about sales can be saved into the CRM and let’s you use th rich profile data to refine your strategy.

Sales people:

FoxConnect can help to organise your sales process. Never forget a follow-up again with reminders and notifications. And with a separate card on the Kanban for each of your leads, you can always ask questions and get more information from your team easily.

Need More Info?

At this point we hope we have given you some ideas on how you can manage your sales pipeline within FoxConnect and connect it to your inbox and team chat for a collaborative workflow. If you have still questions, please feel free to contact us and our customer service team will be happy to help.

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